Sound View Wealth Advisors Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Sound View Wealth Advisors Group, LLC reported 358 stock positions worth $970.2 million. Its top holding was Apple (AAPL) at 5.0% of the portfolio, followed by Microsoft (MSFT, 3.6%) and iShares Ibonds Dec 2025 Term (IBDQ, 2.7%). Compared with Q1 2024, it opened 3 new positions, sold out of 16, added to 154 and reduced 146. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- SAVANNAH, GA
- CIK
- 0001784777
- Portfolio Value
- $970.2M (Q2 2024)
- SEC Filing
- 0001765380-24-000274 ↗ filed Aug 5, 2024
Holdings Value
Holdings 358 stocks · $970.2M
| AAPL Apple Inc. | 4.96% | 228,462 | $48.1M | Reduce -3.5% |
| MSFT Microsoft Corp. | 3.56% | 77,275 | $34.5M | Reduce -0.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 2.71% | 1,059,376 | $26.3M | Add +5.4% |
| LLY Eli Lilly & Co. | 2.49% | 26,644 | $24.1M | Reduce -1.0% |
| NVDA Nvidia Corp. | 2.35% | 184,482 | $22.8M | Add +0.3% |
| IBDR iShares Ibonds Dec 2026 Term | 2.32% | 942,940 | $22.5M | Add +7.3% |
| IBDP iShares Ibonds Dec 2024 Term | 2.08% | 804,501 | $20.2M | Add +3.4% |
| SCHX Schwab US Large-Cap ETF | 2.07% | 312,937 | $20.1M | Reduce -2.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.87% | 764,678 | $18.1M | Add +3.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.77% | 592,823 | $17.1M | Add +15.7% |
| VOO Vanguard S&P 500 ETF | 1.67% | 32,430 | $16.2M | Add +9.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.65% | 645,251 | $16.0M | Add +6.3% |
| VIG Vanguard Dividend Apprec ETF | 1.59% | 84,589 | $15.4M | Reduce -1.3% |
| SCHD Schwab US DVD Equity ETF | 1.45% | 180,781 | $14.1M | Reduce -9.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.44% | 52,208 | $14.0M | Add +8.3% |
| AMZN Amazon.com Inc. | 1.42% | 71,248 | $13.8M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 1.40% | 82,160 | $13.5M | Reduce -1.7% |
| VGT Vanguard Info Tech ETF | 1.38% | 23,195 | $13.4M | Add +1.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.20% | 24,347 | $11.7M | Reduce -1.1% |
| IBDU iShares Ibonds Dec 2029 Term | 1.18% | 502,849 | $11.4M | Add +15.2% |
| JNJ Johnson & Johnson | 1.17% | 77,932 | $11.4M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 1.17% | 56,127 | $11.4M | Reduce -0.5% |
| SPHQ Invesco S&P 500 Quality ETF | 1.16% | 176,569 | $11.2M | Add +11.6% |
| GOOG Alphabet Inc. Class C | 1.11% | 58,641 | $10.8M | Reduce -1.6% |
| HD Home Depot Inc. | 1.10% | 30,993 | $10.7M | Add +1.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.08% | 494,404 | $10.5M | Add +14.7% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.05% | 503,132 | $10.2M | Add +15.2% |
| ABBV Abbvie Inc. | 0.96% | 54,024 | $9.3M | Reduce -0.4% |
| DGRO iShares Core Dividend Growth | 0.94% | 158,534 | $9.1M | Reduce -13.3% |
| IBTE iShares Ibonds Dec 2024 Term | 0.92% | 370,695 | $8.9M | Add +6.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.90% | 22,308 | $8.7M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.83% | 14,794 | $8.1M | Add +1.7% |
| AMGN Amgen Inc. | 0.82% | 25,326 | $7.9M | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.75% | 4,553 | $7.3M | Reduce -11.4% |
| EPD Enterprise Products Partners | 0.74% | 248,462 | $7.2M | No change |
| KO The Coca-Cola Co. | 0.74% | 112,701 | $7.2M | Reduce -9.9% |
| TSLA Tesla Inc. | 0.73% | 36,009 | $7.1M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 17,473 | $7.1M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 0.71% | 18,924 | $6.9M | Reduce -8.1% |
| XOM Exxon Mobil Corp. | 0.71% | 59,909 | $6.9M | Add +21.9% |
| SO The Southern Co. | 0.70% | 87,319 | $6.8M | Reduce -2.7% |
| MCD McDonald's Corp. | 0.68% | 25,788 | $6.6M | Add +1.0% |
| BND Vanguard Total Bond Market | 0.66% | 89,121 | $6.4M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.65% | 34,436 | $6.3M | Add +3.6% |
| VYM Vanguard High DVD Yield ETF | 0.63% | 51,446 | $6.1M | Add +8.4% |
| MRK Merck & Co. Inc. | 0.62% | 48,489 | $6.0M | Add +0.2% |
| CVX Chevron Corp. | 0.61% | 37,601 | $5.9M | Add +1.0% |
| XLK SS Technology Select Sector | 0.58% | 25,080 | $5.7M | Add +12.4% |
| WMT Walmart Inc. | 0.58% | 83,267 | $5.6M | Reduce -0.6% |
| V Visa Inc. Class A | 0.56% | 20,666 | $5.4M | Add +3.5% |
| PEP Pepsico Inc. | 0.49% | 28,606 | $4.7M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 26,738 | $4.6M | Add +1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.46% | 28,101 | $4.5M | Reduce -2.2% |
| IWR iShares Russell Mid-Cap ETF | 0.46% | 55,380 | $4.5M | Add +1.0% |
| COST Costco Wholesale Corp. | 0.46% | 5,217 | $4.4M | Reduce -1.4% |
| XLV SS Health Care Select Sector | 0.46% | 30,413 | $4.4M | Add +2.5% |
| EMR Emerson Electric Co. | 0.45% | 39,865 | $4.4M | No change |
| QCOM Qualcomm Inc. | 0.44% | 21,414 | $4.3M | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.41% | 7,980 | $4.0M | Add +4.4% |
| KMB Kimberly-Clark Corp. | 0.41% | 28,893 | $4.0M | Reduce -3.1% |
| VHT Vanguard Health Care ETF | 0.37% | 13,569 | $3.6M | Add +1.8% |
| IBMO iShares Ibonds Dec 2026 Term | 0.35% | 135,721 | $3.4M | Add +15.0% |
| IBMN iShares Ibonds Dec 2025 Term | 0.35% | 129,651 | $3.4M | Add +15.0% |
| PFE Pfizer Inc. | 0.35% | 122,453 | $3.4M | Add +1.0% |
| GD General Dynamics Corp. | 0.34% | 11,413 | $3.3M | Reduce -5.7% |
| CAT Caterpillar Inc. | 0.34% | 9,758 | $3.3M | Add +3.0% |
| UNH Unitedhealth Group Inc. | 0.33% | 6,321 | $3.2M | Add +1.3% |
| AFL Aflac Inc. | 0.33% | 35,750 | $3.2M | Add +0.3% |
| IBMM iShares Ibonds Dec 2024 Term | 0.33% | 121,826 | $3.2M | Add +14.5% |
| NEE Nextera Energy Inc. | 0.32% | 44,458 | $3.1M | Reduce -3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 8,314 | $3.1M | Add +1.8% |
| AGG iShares Core U.S. Aggregate | 0.32% | 31,919 | $3.1M | Add +6.4% |
| AXP American Express Co. | 0.30% | 12,695 | $2.9M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.30% | 20,528 | $2.9M | Add +0.8% |
| IWB iShares Russell 1000 ETF | 0.29% | 9,347 | $2.8M | Add +6.0% |
| VZ Verizon Communications Inc. | 0.28% | 66,375 | $2.7M | Reduce -9.8% |
| FITB Fifth Third Bancorp | 0.28% | 73,734 | $2.7M | Add +1.5% |
| GLD SPDR Gold Shares | 0.27% | 12,281 | $2.6M | Add +3.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.27% | 55,642 | $2.6M | Reduce -22.8% |
| IBMP iShares Ibonds Dec 2027 Term | 0.27% | 104,864 | $2.6M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.27% | 65,070 | $2.6M | Reduce -6.8% |
| TXN Texas Instruments Inc. | 0.27% | 13,284 | $2.6M | Reduce -4.4% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 61,564 | $2.6M | Add +13.1% |
| CMCSA Comcast Corp. Class A | 0.26% | 65,143 | $2.6M | Add +6.8% |
| CRM Salesforce Inc. | 0.26% | 9,909 | $2.5M | Add +5.6% |
| XLP SS Consumer Staples Sel Sect | 0.26% | 32,372 | $2.5M | Add +11.1% |
| MDT Medtronic PLC | 0.26% | 31,456 | $2.5M | Reduce -0.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 36,176 | $2.5M | Add +11.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.25% | 30,976 | $2.4M | Add +0.3% |
| ABT Abbott Laboratories | 0.25% | 23,268 | $2.4M | Add +0.1% |
| GIS General Mills Inc. | 0.25% | 37,890 | $2.4M | Reduce -1.1% |
| ADP Automatic Data Processing | 0.25% | 9,976 | $2.4M | Reduce -0.9% |
| WMB Williams Cos Inc. | 0.24% | 55,656 | $2.4M | Add +5.2% |
| PFF iShares Preferred & Income S | 0.24% | 74,963 | $2.4M | Reduce -13.1% |
| DLR Digital Realty Trust Inc. | 0.24% | 15,539 | $2.4M | Reduce -3.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.24% | 46,013 | $2.4M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 9,558 | $2.3M | Add +1.2% |
| KMI Kinder Morgan Inc. | 0.24% | 116,346 | $2.3M | Reduce -6.2% |
| INTU Intuit Inc. | 0.23% | 3,461 | $2.3M | Add +7.0% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 4,057 | $2.2M | Reduce -0.4% |
Portfolio Sells Q1 2024 → Q2 2024
| SCHD Schwab US DVD Equity ETF | Reduce -9.9% | 1.45% | −0.28 |
| DGRO iShares Core Dividend Growth | Reduce -13.3% | 0.94% | −0.19 |
| JNJ Johnson & Johnson | Reduce -0.5% | 1.17% | −0.15 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.12 |
| INTC Intel Corp. | Reduce -7.2% | 0.20% | −0.12 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.96% | −0.10 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -22.8% | 0.27% | −0.09 |
| CME Cme Group Inc. | Reduce -49.8% | 0.07% | −0.08 |
| KO The Coca-Cola Co. | Reduce -9.9% | 0.74% | −0.08 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.3% | 1.59% | −0.08 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -22.6% | 0.17% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.9% | 2.07% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.8% | 0.73% | −0.06 |
| PFF iShares Preferred & Income S | Reduce -13.1% | 0.24% | −0.05 |
| PAPR Innovator U.S. Equity Power | Reduce -49.5% | 0.05% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -1.7% | 1.40% | −0.05 |
| PEP Pepsico Inc. | Reduce -0.2% | 0.49% | −0.05 |
| GPN Global Payments Inc. | Reduce -0.3% | 0.11% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -9.8% | 0.28% | −0.05 |
| DEO Diageo PLC-Sponsored ADR | Reduce -2.7% | 0.18% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -26.2% | 0.09% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -31.4% | 0.07% | −0.04 |
| DNP DNP Select Income Fund Inc. | Reduce -2.6% | 0.23% | −0.04 |
| GIS General Mills Inc. | Reduce -1.1% | 0.25% | −0.04 |
| MDT Medtronic PLC | Reduce -0.3% | 0.26% | −0.04 |
| DIS The Walt Disney Co. | Reduce -0.5% | 0.13% | −0.04 |
| BUFF Innovator Laddered Allocatio | Reduce -23.6% | 0.11% | −0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -2.2% | 0.46% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 1.17% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -0.4% | 0.66% | −0.03 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -6.7% | 0.08% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -8.1% | 0.71% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.0% | 0.23% | −0.03 |
| IEMG iShares Core MSCI Emerging | Reduce -28.6% | 0.07% | −0.03 |
| MLPA Global X MLP ETF | Sold out | 0.00% | −0.03 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.03 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.03 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.02 |
| FIX Comfort Systems USA Inc. | Reduce -45.6% | 0.02% | −0.02 |
| SUSC iShares ESG Aware Usd Corpor | Sold out | 0.00% | −0.02 |
| VFH Vanguard Financials ETF | Reduce -34.8% | 0.04% | −0.02 |
| CE Celanese Corp. | Sold out | 0.00% | −0.02 |
| GD General Dynamics Corp. | Reduce -5.7% | 0.34% | −0.02 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.02 |
| ADP Automatic Data Processing | Reduce -0.9% | 0.25% | −0.02 |
| HACK Amplify Cybersecurity ETF | Sold out | 0.00% | −0.02 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.02 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +0.3% | 2.35% | +0.58 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +15.7% | 1.77% | +0.24 |
| VOO Vanguard S&P 500 ETF | Add +9.2% | 1.67% | +0.15 |
| SPHQ Invesco S&P 500 Quality ETF | Add +11.6% | 1.16% | +0.14 |
| IBDU iShares Ibonds Dec 2029 Term | Add +15.2% | 1.18% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +3.6% | 0.65% | +0.11 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.3% | 1.44% | +0.10 |
| XOM Exxon Mobil Corp. | Add +21.9% | 0.71% | +0.10 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +14.7% | 1.08% | +0.10 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +15.2% | 1.05% | +0.10 |
| VGT Vanguard Info Tech ETF | Add +1.2% | 1.38% | +0.10 |
| XLK SS Technology Select Sector | Add +12.4% | 0.58% | +0.09 |
| IBDR iShares Ibonds Dec 2026 Term | Add +7.3% | 2.32% | +0.08 |
| BAX Baxter International Inc. | Add +223.2% | 0.13% | +0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Add +283.5% | 0.10% | +0.07 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +5.4% | 2.71% | +0.06 |
| IBMN iShares Ibonds Dec 2025 Term | Add +15.0% | 0.35% | +0.04 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +6.3% | 1.65% | +0.04 |
| IBMO iShares Ibonds Dec 2026 Term | Add +15.0% | 0.35% | +0.04 |
| ITCI Intra-Cellular Therapies Inc. | New | 0.03% | +0.03 |
| IBMM iShares Ibonds Dec 2024 Term | Add +14.5% | 0.33% | +0.03 |
| VIGI Vanguard Int Div App Indx FD | Add +33.0% | 0.15% | +0.03 |
| IBTE iShares Ibonds Dec 2024 Term | Add +6.9% | 0.92% | +0.03 |
| SRPT Sarepta Therapeutics Inc. | New | 0.03% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +11.1% | 0.25% | +0.03 |
| ORCL Oracle Corp. | Add +0.8% | 0.30% | +0.03 |
| SLV iShares Silver Trust | Add +42.9% | 0.07% | +0.03 |
| WMB Williams Cos Inc. | Add +5.2% | 0.24% | +0.02 |
| PM Philip Morris International | Add +4.7% | 0.21% | +0.02 |
| ZTS Zoetis Inc. | Add +12.0% | 0.22% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +35.6% | 0.06% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.8% | 0.32% | +0.02 |
| KNSA Kiniksa Pharmaceuticals Inte | New | 0.02% | +0.02 |
| META Meta Platforms Inc. Class A | Add +4.4% | 0.41% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.7% | 0.83% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +5.2% | 0.11% | +0.02 |
| XLP SS Consumer Staples Sel Sect | Add +11.1% | 0.26% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +8.4% | 0.63% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +6.0% | 0.29% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.7% | 0.07% | +0.02 |
| JAZZ Jazz Pharmaceuticals PLC | Add +45.8% | 0.07% | +0.01 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +83.0% | 0.04% | +0.01 |
| TJX TJX Companies Inc. | Add +7.1% | 0.13% | +0.01 |
| GLD SPDR Gold Shares | Add +3.2% | 0.27% | +0.01 |
| INTU Intuit Inc. | Add +7.0% | 0.23% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +11.6% | 0.23% | +0.01 |
| EXR Extra Space Storage Inc. | Add +6.1% | 0.11% | +0.01 |
| BLK BlackRock Finance Inc. | Add +16.9% | 0.13% | +0.01 |
| MOAT Vaneck Morningstar Wide Moat | Add +25.7% | 0.05% | +0.01 |
| APD Air Products & Chemicals Inc. | Add +6.7% | 0.09% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 440 | $1.6B | AAPL, IBDS, NVDA, IBDU, IBDT |
| Q1 2026 | 422 | $1.5B | AAPL, IBDS, IBDR, IBDU, NVDA |
| Q4 2025 | 416 | $1.5B | AAPL, IBDR, IBDS, MSFT, NVDA |
| Q3 2025 | 422 | $1.5B | AAPL, MSFT, IBDR, NVDA, IBDQ |
| Q2 2025 | 423 | $1.4B | AAPL, MSFT, IBDQ, IBDR, NVDA |
| Q1 2025 | 406 | $1.2B | AAPL, IBDQ, MSFT, IBDR, IBDS |
| Q4 2024 | 415 | $1.2B | AAPL, IBDQ, MSFT, IBDR, NVDA |
| Q3 2024 | 407 | $1.2B | AAPL, IBDQ, MSFT, IBDR, NVDA |
| Q2 2024 | 358 | $970.2M | AAPL, MSFT, IBDQ, LLY, NVDA |
| Q1 2024 | 371 | $938.2M | AAPL, MSFT, IBDQ, IBDR, LLY |